Onboard Clients with Excellence

Job Title: Client Onboarding SpecialistWe are seeking a skilled Client Onboarding Specialist to join our team.The Client Onboarding Specialist will focus on ensuring seamless client onboarding processes in line with regulatory standards and jurisdictions.This role requires effective communication with senior stakeholders to provide regular updates on changes...

Job DescriptionThe Client Account Analyst I is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in...

Job Summary Operation role involves the onboarding transaction processing and service by ensuring qualitative and providing efficient turn around time Key Responsibilities Strategy Identifies and shares best practices with Head - Operation with a view to implementing standardized simplified and automated processes - capturing data once ...

The Client Onboard Analyst 2 is a developing professional role Applies specialty area knowledge in monitoring assessing analyzing and or evaluating processes and data Identifies policy gaps and formulates policies Interprets data and makes recommendations Researches and interprets factual information Identifies inconsistencies in data or results ...

Job Title: Client Experience Individual Contributor Location: Mumbai & Chennai Experience Required: 4+ YearsIndustry: Broking / Wealth ManagementRole Overview:We are seeking a dynamic and detail-oriented professional for the role of Client Experience Individual Contributor, responsible for managing and enhancing client servicing for Ultra High Net Worth...

About UsAs a Client Onboarding Specialist, you will be responsible for planning and executing engaging events that update our clients and their employees about our offerings (insurance policy details, health benefits, etc.), drive brand awareness, and improve app installation. This is an exciting opportunity to join our team and make a real impact.Job...

About the RoleThis is an exciting opportunity to work in a fast-paced and dynamic environment where you will be responsible for end-to-end onboarding of private equity clients.You will lead and support the onboarding process, including initial scoping, planning, and execution. This will involve working directly with clients and internal stakeholders to...

At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to...

Onboarding Coordinator RoleThe Onboarding Coordinator is responsible for ensuring a seamless onboarding experience for new hires.This role coordinates all aspects of the onboarding process, from welcome emails to monitoring progress.The coordinator serves as a key liaison between hiring managers, recruiters, and new employees to ensure a smooth transition...

Job DescriptionJob Summary:Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater&aposs global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal...